How to perform sales in the POS?

When there is direct customer support, you can make sales on the POS and control values and payments.

Perform sales

To make a sale on the POS, follow these steps:

1. In the POS, access Documents;
2. Change the document, by selecting the button Change Document or by clicking on the document identification on the upper bar (optional);
3. Select the customer by clicking the button Customer or by clicking on the document identification on the document (optional);
4. On the grid, select the Items to be sold using the key F4;
5. Click Save;
6. Define the Values for each payment mode (the total remaining value will be automatically suggested when selecting the payment mode);
7. If, on the previous step, you have inserted value on the payment mode Rec. by Cheque, fill in the following data: - Rec. by Cheque: Cheque identification; - Mov. Dt.: Cheque movement date (never inferior to the document date); - Doc. Number: Cheque number; - Value: Value regarding the cheque; - Pre-Dat.: Defines if the cheque is pre-dated; - Branch: Branch associated to the cheque; - Remarks: Field available for the user to insert notes on the movement; - Total: Total value in cheques;
8. Finally, click Confirm.

Apply restrictions in the receivables

For each payment mode, you can define the existence of an additional value control (that exceed the total), configuring the corresponding control value.

That is, when specifying a control value, you are avoiding all sales that exceed this value.

Besides defining an additional value control, you can also define stations where that control is not applicable. This feature allows to, for example, have a management station with the chance to receive an amount that exceeds the one defined on the control.